There is any number of issues out there threatening to bring the economic house of cards down, taking financial markets with them.
Rising bond yields affect stocks that investors primarily buy for yield. So property trusts and infrastructure plays are the main casualties.
We all know ‘change is the only constant in life’, yet, when it comes to investing, we expect recent past performance (good or bad) to be replicated in the future.
Will the rising cost of money put an end to our property bubble and building boom? Just how desperate has the Aussie economy become?
US stocks were flat on Friday. The S&P 500 started off strong, but sold off as the day wore on, finishing up just 0.02%. The most notable move came in the bond market.
We borrowed money because they made it so cheap. We invested our retirement savings in shares because they assured us they had our backs. We trusted them.
So it’s no surprise to see growing debt levels translate into rising house prices. But wait, there’s another ‘end of the boom’ forecast out there.
Foreign debt is money we’ve borrowed from overseas investors to fund our lifestyles. We are living well beyond our means, but, what the heck.
Bond prices have a major impact on the equity market, especially in Australia, where the ‘search for yield’ has been the driving force behind the market over the past few years.
Central bankers are increasingly highlighting the role of fiscal policy in trying to create economic expansion. Find out why they're talking it up.
Jobs growth. Corporate earnings growth. Economic growth. House price growth. Keeping public confidence up is paramount in a world built on a big, fat lie.
The Fed tries to normalise rates, chances are that history will repeat and they’ll lead the world into another recession.
Going into this week, hedge funds were exceptionally bullish on gold. Their ‘net long’ position was 262,000 contracts, with each contract representing 100 ounces of gold.
After eight years of popping ‘blue pills’ of different sizes and in varying quantities, did the US economy rise to the occasion?
If you’re thinking that house prices can’t keep rising, I’m sorry to say that our property cycle expert Phil Anderson doesn’t agree. Phil called the start of this cycle years ago, and he expects it to run its course for years to come.